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We've recently added several new features in our latest update.

Exciting new features added to Posts 🎉

Choose how you display your customers on the Customers page.

Show and Hide Customers

This article describes the updates on our New Scorecards look.

New Scorecard Look!!

An introduction to swing columns and how to view them

Introducing swing columns

A guide on posts, how you can use these to capture notes, tasks and opportunities as well as communicate as a team!

Introducing Posts

Empowering On-the-Road Sales Reps with Real-Time Data

Revenue Streams

Unlock the Power of Customer Insights with Numerik's New Feature: Customer Dashboards

Customer Dashboard - Contact us to book a demo!

Unlocking Precision: A Deep Dive into Numerik's Customer Dashboards

Customer Dashboards

Unlocking Precision: A Deep Dive into Numerik's Customer Dashboards on Desktop

Desktop Customer Dashboards

Feature Focus - Quick Insights on Customer Dashboard

Feature Focus - Key Numbers on Customer Dashboard

Feature Focus - Comparison Widget

Feature Focus - Biggest Movement in Product (Swing $) widget on Customer Dashboard

Latest update on Opportunities in Numerik Pipeline

Ageing Opportunities

Feature Focus - Filters on Desktop Scorecards

Introducing the Organization Dashboard

Powered by Numerik’s Visual Revenue Intelligence

Introducing Revenue Scanner - Find Your Next Big Deal with Just a Photo

Numerik Desktop Grid Update:

We’re excited to announce a powerful enhancement - designed to make opportunity creation faster, smarter, and more scalable than ever.

Introducing Bulk Opportunity Creation in Numerik

Multiple Pipelines

Keeping your Opportunities list clean and manageable just got easier!

New Feature: Automatically Archive Completed Opportunities

Sam Eichhorn

Fatima Jamal

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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